Highland Investment Advisors LLC

$368.3MAssets under management
as of Jun 2026 · SEC Form ADV
Ponte Vedra, FL
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Tech stack

No one at Highland Investment Advisors LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $225M held · filed Dec 2024
SEI
Per Form ADV · $42M held · filed Dec 2024
Fidelity
Per Form ADV · $31M held · filed Dec 2024